Dimensional Fund Advisors LP grew its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 12.8% during the first quarter, Holdings Channel reports. The firm owned 3,901,891 shares of the semiconductor company’s stock after purchasing an additional 443,477 shares during the period. Dimensional Fund Advisors LP’s holdings in Texas Instruments were worth $757,305,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of TXN. High Point Wealth Management LLC purchased a new position in Texas Instruments during the 4th quarter worth $25,000. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the 2nd quarter worth $25,000. Advocate Investing Services LLC purchased a new stake in shares of Texas Instruments in the fourth quarter valued at about $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments in the fourth quarter valued at about $26,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Texas Instruments during the fourth quarter valued at about $27,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.
Insider Activity at Texas Instruments
In related news, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. The trade was a 8.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of Texas Instruments stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the sale, the director directly owned 37,626 shares in the company, valued at $11,528,982.66. This trade represents a 19.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 303,475 shares of company stock worth $85,666,638 over the last 90 days. Corporate insiders own 0.60% of the company’s stock.
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The business had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities research analysts forecast that Texas Instruments Incorporated will post 7.7 earnings per share for the current year.
Texas Instruments Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 97.26%.
Texas Instruments News Summary
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
- Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
- Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
- Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
- Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings
Analysts Set New Price Targets
Several research analysts recently weighed in on TXN shares. Truist Financial boosted their price target on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. UBS Group increased their price objective on shares of Texas Instruments from $295.00 to $350.00 and gave the company a “buy” rating in a research note on Monday, June 29th. Rosenblatt Securities lifted their target price on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Stifel Nicolaus boosted their target price on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Thirteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $281.84.
Check Out Our Latest Research Report on TXN
Texas Instruments Profile
Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.
TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.
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